HEQT vs SCHD

AHEQT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · HEQT $14,909

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−5.1%HEQT · worst fall in 1Y

Held in common0.0%HEQT and SCHD

HEQT

SCHD

Simplify Hedged Equity ETF · $304MSchwab U.S. Dividend Equity ETF · $120B

+14.2%3 years · per year$14,896 · $17,266+20.0%

+8.3%5 years · per year$14,909 · $16,267+10.2%

0.48%Expense ratio$48 · $6 on $10k · lower wins0.06%

1.19%12-mo yield$119 · $300 on $10k3.00%

−5.1%Worst dropSmaller wins−6.9%

8.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsHEQT · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AHEQT	Simplify Hedged Equity ETFRead Desk		0.48%	1.19%	0.0%	+5.6%	+7.1%	+14.2%	+8.3%	−5.1%	$304M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AHEQT	Simplify Hedged Equity ETFRead Desk		0.48%	1.19%	0.0%	+5.6%	+7.1%	+14.2%	+8.3%	−5.1%	$304M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HEQT vs SCHD

HEQT

Simplify Hedged Equity

$14,909

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureHEQTSCHD

Fee0.48%0.06%

Cost on $10k a year$48$6

Yield1.19%3.00%

5 years, per year+8.3%+10.2%

3 years, per year+14.2%+20.0%

Worst drop · 1Y−5.1%−6.9%

Volatility · 1Y8.0%11.7%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HEQT, SCHD

Today

0.0%most shared, HEQT and SCHD

HEQTSCHD

HEQT—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

HEQT$119 − $48 = $71

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee